Challenge
The client had no efficient system for notifying project managers and clients when invoices were ready or sent. This manual process led to frequent communication gaps, delayed invoice reviews, and inconsistent follow-ups.
Goals
- Streamline and standardize notification workflows
- Improve communication between internal teams and clients
- Maintain full control of client contact data
Solution
We developed a centralized Excel-based master contact sheet that:
- Consolidated all client and project manager contact information
- Integrated with automated email notifications to alert recipients when invoices were ready or sent
- Ensured data remained secure and easily accessible within the organization
Results
- Improved communication efficiency across teams and clients
- Ensured timely invoice reviews and faster payment cycles
- Maintained full control and security of client contact data
- Reduced manual follow-ups and minimized delays
Impact
The new system created a more structured and reliable communication workflow, allowing the client to operate more efficiently and maintain stronger client relationships. It also set the foundation for future automation and CRM integration.